retireby50's Net Worth for November 2020


Assets Value Change ($) Change (%)
Cash $37,401 $2,239 6.37%
Stocks $111,496 $4,518 4.22%
Bonds $0 - -
Annuities $0 - -
Retirement $382,995 $18,504 5.08%
Home $0 - -
Other Real Estate $0 - -
Cars $7,500 - -
Personal Property $0 - -
Other Assets $47,215 ($2,133) (4.32%)
$586,607 $23,128 4.10%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $586,607 $23,128 4.10%
*All values shown in USD ($)
Notes:
I will be looking at some stocks to start investing in with the little excess cash that I have at the moment.

Dropping the ball as I still have not accomplished my goals. Will seek to execute soonest (I swear!).

a. Find investment vehicle for mom's savings account that I am building (currently at $7,500)

b. Find account for long term savings. I am of the mindset that I would like to have two "pots" for my savings. One where I retain my money market account at $20k, which will form my emergency nest egg. The second account will be in a slightly more riskier fund (50/50 stocks/bond acct?) and will contain my long term emergency fund, which I would like to grow to $80k+. By doing this, I feel that most of my emergency fund will grow to at least match with inflation over the years.

Of the other assets, $43, 539 is in my personal savings. 3673 euro is in my European accounts.

Drop in the Euro account due to annual reconciliation for electric (approximate 3000 euro).

IRA maxed for the year

TSP just about maxed at $18,000. I will stop contributing for the month of Dec IOT avoid going over the limit.

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